Best Investors
Account
Sign in
Hingham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED_RES | 2022-01-27 |
| MA | RA | APPROVED | 2017-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 10/2013 | 01/2017 |
| Tailwind Wealth Managemet, Llc | Hingham | MA | 08/2017 | Present |
| Unemployed | Hingham | MA | 02/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-20 |
Reach out to this advisor